Euphoria enters stock market amid ceasefire in the Middle East 📈US100 surges 3%

News of a two-week ceasefire between the US and Iran triggered a sharp reversal in market sentiment, with the resulting euphoria pushing oil prices down by around 10% today. A double-digit drop in crude within a single session signals not only relief, but potentially an upcoming revision of macroeconomic scenarios. The prospect of restoring transit through the Strait of Hormuz now appears realistic, reducing the risk of a supply shock and immediately feeding into lower inflation expectations. Investors have quickly shifted back into “risk-on” mode. Still, it is important to remember that, at this stage, the agreement covers only the next two weeks - not a definitive end to the conflict.

The MSCI Asia Pacific index rose nearly 5%, reaching a three-week high
US index futures gained more than 2.5%, while European contracts surged by 5.5%
The dollar, previously a safe haven, weakened by 0.8%
Treasuries advanced as markets resumed pricing in Fed rate cuts

Trump emphasized that a key condition of the ceasefire is maintaining fully open shipping through the Strait of Hormuz. During this period, both sides are expected to negotiate a 10-point peace plan proposed by Tehran. Israel confirmed it would align with the US decision, although reports of IDF strikes in southern Lebanon surfaced earlier in the day. It is also worth noting that Tehran’s proposal appears relatively maximalist, including demands such as the removal of all sanctions, full control and toll collection in the Strait of Hormuz, and continued uranium enrichment for civilian purposes. If Iran’s negotiating position proves particularly strong, markets could begin pricing in renewed conflict risk as early as next week.

Falling oil prices are not only about lower energy costs—they also reinforce expectations of looser monetary policy and support for economic growth. Should a more durable peace in the Middle East come into view in the coming days, the recent correction in equity markets could indeed be reversed.

US100 and OIL charts (D1)

Source: xStation5

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Morning wrap (10.06.2026)

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